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EQC

NewEdge Advisors’s Equity Commonwealth EQC Stock Holding History

NewEdge Advisors’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21
Closed -$386 – 3894
2023
Q3 		$386 Hold
21
– – ﹤0.01% 3275
2023
Q2 		$425 Buy
+21
New +$435 ﹤0.01% 3327
2023
Q1 		– Sell
-563
Closed -$4.78K – 4221
2022
Q4 		$4.78K Buy
+563
New +$14.4K ﹤0.01% 2613

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

NewEdge Advisors's EQC Position: Q4 2023 in Review

NewEdge Advisors sold out of Equity Commonwealth (EQC) in Q4 2023, closing a stake of 21 shares — an estimated $386 sold.

NewEdge Advisors first reported a position in EQC in Q4 2022 and held it in 3 quarters. The position peaked at $4.78K in Q4 2022. 270 funds tracked by Wall St. Rank hold EQC as of Q4 2023.

  • NewEdge Advisors reported no remaining Equity Commonwealth position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 21 Equity Commonwealth shares in Q4 2023, an estimated $386.
  • NewEdge Advisors first reported a position in Equity Commonwealth in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Equity Commonwealth position peaked at $4.78K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.